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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,236 | $86,949-27.3% | $102,460-38.3% | $80,959-21.9% |
| Participation rate | 61.8% | 72.4%-10.6pp | 76.5%-14.7pp | 67.7%-5.9pp |
| Annual return | 15.57% | 18.89%-3.3pp | 29.47%-13.9pp | 35.67%-20.1pp |
| Employer contribution / active EE | $1,301 | $2,370-45.1% | $3,025-57.0% | $2,757-52.8% |
| Participant deferral / active EE | $5,600 | $4,121+35.9% | $5,056+10.8% | $4,300+30.2% |
| Admin fee / account holder | $8,747 | $8,048+8.7% | $9,460-7.5% | $6,925+26.3% |